{
  "page": "compare",
  "query": {
    "a": "BTSMX",
    "b": "WASMX"
  },
  "retrieved_at": "2026-07-07T18:53:41+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Boston Trust SMID Cap Fund",
    "ticker": "BTSMX",
    "slug": "BTSMX",
    "series_id": "S000034664",
    "html_url": "https://fundwatcher.app/funds/BTSMX/"
  },
  "fund_b": {
    "name": "Boston Trust Walden SMID Cap Fund",
    "ticker": "WASMX",
    "slug": "WASMX",
    "series_id": "S000034665",
    "html_url": "https://fundwatcher.app/funds/WASMX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.8641373278169022695613473947",
    "coverage_b_by_a": "0.8641373278169022695613473948",
    "shared_count": 67,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "MAGNOLIA OIL and GAS CORPO CL A",
        "value": "15288940.59",
        "weight": "0.02200330",
        "shared": false
      },
      {
        "name": "BJS WHSL CLUB HLDGS INC",
        "value": "14704538.52",
        "weight": "0.02116225",
        "shared": true
      },
      {
        "name": "IDEX CORPORATION",
        "value": "14582460.60",
        "weight": "0.02098656",
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      },
      {
        "name": "SNAP-ON INCORPORATED",
        "value": "14110007.34",
        "weight": "0.02030662",
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      },
      {
        "name": "ALLEGION PLC",
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      },
      {
        "name": "NORDSON CORP",
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      },
      {
        "name": "ANTERO MIDSTREAM CORP",
        "value": "13365816.00",
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      },
      {
        "name": "CINCINNATI FINANCIAL CORP",
        "value": "13108513.80",
        "weight": "0.01886530",
        "shared": true
      },
      {
        "name": "GLOBUS MEDICAL INC",
        "value": "12999131.52",
        "weight": "0.01870788",
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      },
      {
        "name": "SEI INVESTMENTS",
        "value": "12747294.56",
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      },
      {
        "name": "JONES LANG LASALLE INC",
        "value": "12677362.56",
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      },
      {
        "name": "HUBBELL INC",
        "value": "12485407.08",
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      },
      {
        "name": "APTARGROUP INC",
        "value": "12367476.78",
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      },
      {
        "name": "SERVICE CORP INTERNATIONAL INC",
        "value": "12155868.26",
        "weight": "0.01749429",
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      },
      {
        "name": "CULLEN FROST BANKERS INC",
        "value": "12021778.92",
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      },
      {
        "name": "ESSENTIAL UTILITIES INC",
        "value": "11691911.26",
        "weight": "0.01682658",
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      },
      {
        "name": "EXPEDITORS INTL OF WASH INC",
        "value": "11568400.64",
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      },
      {
        "name": "MEDPACE HOLDINGS INC",
        "value": "11502951.45",
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      },
      {
        "name": "STERIS PLC",
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      },
      {
        "name": "SMITH (AO) CORP",
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      },
      {
        "name": "APPLIED INDU TEC",
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      },
      {
        "name": "ON SEMICONDUCTOR CORP",
        "value": "10901697.12",
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      },
      {
        "name": "COOPER COS INC",
        "value": "10892667.50",
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      },
      {
        "name": "NETAPP INC",
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      },
      {
        "name": "CBOE GLOBAL MARKETS INC",
        "value": "10449620.46",
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      },
      {
        "name": "JAZZ PHARMACEUTI",
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      },
      {
        "name": "WATTS WATER TECH INC CL A",
        "value": "10239689.46",
        "weight": "0.01473659",
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      },
      {
        "name": "NEW YORK TIMES CO CL A",
        "value": "10239006.78",
        "weight": "0.01473561",
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      },
      {
        "name": "DONALDSON CO INC",
        "value": "10215801.90",
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      },
      {
        "name": "F5 INC",
        "value": "10200329.15",
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      },
      {
        "name": "RPM INTL INC",
        "value": "10054508.80",
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      },
      {
        "name": "AMERICAN FINL GROUP INC OHIO",
        "value": "10041837.30",
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      },
      {
        "name": "CHARLES RIVER LABS INTL INC",
        "value": "9543562.50",
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      },
      {
        "name": "ZIMMER BIOMET HO",
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      {
        "name": "JACK HENRY",
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      },
      {
        "name": "QUALYS INC",
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      },
      {
        "name": "EAST WEST BNCRP",
        "value": "9038728.64",
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      },
      {
        "name": "CHOICE HOTELS INTL INC",
        "value": "8844903.00",
        "weight": "0.01272927",
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      },
      {
        "name": "LINCOLN ELECTRIC HLDGS INC",
        "value": "8821168.20",
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      },
      {
        "name": "MASCO CORPORATION",
        "value": "8801825.26",
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      },
      {
        "name": "ATMOS ENERGY CORP",
        "value": "8744644.80",
        "weight": "0.01258498",
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      },
      {
        "name": "AVERY DENNISON CORP",
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      },
      {
        "name": "COMMERCE BCSHS",
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        "weight": "0.01169057",
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      },
      {
        "name": "NORTHERN TRUST CORP",
        "value": "7821084.09",
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      },
      {
        "name": "BADGER METER INC",
        "value": "7667775.50",
        "weight": "0.01103519",
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      },
      {
        "name": "SPROUTS FMRS MKT INC",
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      },
      {
        "name": "TEXAS ROADHOUSE INC",
        "value": "7613119.14",
        "weight": "0.01095653",
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      },
      {
        "name": "Common Stock",
        "value": "7576764.00",
        "weight": "0.01090421",
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      },
      {
        "name": "CAMDEN PROP TR",
        "value": "7557223.78",
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      },
      {
        "name": "CFD_EQS GOLDUS33 2256908",
        "value": "7478143.40",
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      }
    ],
    "b_top": [
      {
        "name": "IDEX CORPORATION",
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      },
      {
        "name": "CULLEN FROST BANKERS INC",
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      {
        "name": "HUBBELL INC",
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      },
      {
        "name": "APPLIED INDU TEC",
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      },
      {
        "name": "JACK HENRY",
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      },
      {
        "name": "CINCINNATI FINANCIAL CORP",
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      },
      {
        "name": "SMITH (AO) CORP",
        "value": "6724890.90",
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      },
      {
        "name": "BJS WHSL CLUB HLDGS INC",
        "value": "6656833.54",
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      },
      {
        "name": "GLOBUS MEDICAL INC",
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      },
      {
        "name": "ALLEGION PLC",
        "value": "6167705.79",
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      },
      {
        "name": "CBOE GLOBAL MARKETS INC",
        "value": "6160211.19",
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      },
      {
        "name": "JONES LANG LASALLE INC",
        "value": "6084878.40",
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      },
      {
        "name": "NORDSON CORP",
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      },
      {
        "name": "STERIS PLC",
        "value": "5803999.11",
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      },
      {
        "name": "APTARGROUP INC",
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      },
      {
        "name": "SEI INVESTMENTS",
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      },
      {
        "name": "AVERY DENNISON CORP",
        "value": "5758014.60",
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      },
      {
        "name": "DONALDSON CO INC",
        "value": "5630275.80",
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      },
      {
        "name": "SNAP-ON INCORPORATED",
        "value": "5575427.00",
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      },
      {
        "name": "MEDPACE HOLDINGS INC",
        "value": "5363722.30",
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      {
        "name": "ACUITY INC",
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      {
        "name": "AMERICAN FINL GROUP INC OHIO",
        "value": "5117339.70",
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      {
        "name": "TOPBUILD CORP",
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      },
      {
        "name": "COOPER COS INC",
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      {
        "name": "EXPEDITORS INTL OF WASH INC",
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      },
      {
        "name": "NETAPP INC",
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      },
      {
        "name": "ON SEMICONDUCTOR CORP",
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      {
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      },
      {
        "name": "JAZZ PHARMACEUTI",
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      },
      {
        "name": "WATTS WATER TECH INC CL A",
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      },
      {
        "name": "RPM INTL INC",
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      },
      {
        "name": "PACKAGING CORP OF AMERICA",
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      },
      {
        "name": "NEW YORK TIMES CO CL A",
        "value": "4511204.94",
        "weight": "0.01472723",
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      },
      {
        "name": "CHEMED CORP",
        "value": "4496994.70",
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      },
      {
        "name": "CHOICE HOTELS INTL INC",
        "value": "4470268.50",
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      },
      {
        "name": "ZIMMER BIOMET HO",
        "value": "4196844.30",
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      },
      {
        "name": "QUALYS INC",
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      },
      {
        "name": "LINCOLN ELECTRIC HLDGS INC",
        "value": "4148178.32",
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      },
      {
        "name": "STAG INDUSTRIAL INC CL A",
        "value": "4138786.50",
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      },
      {
        "name": "EAST WEST BNCRP",
        "value": "4063285.60",
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      },
      {
        "name": "SJW GROUP",
        "value": "3967265.40",
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      },
      {
        "name": "Common Stock",
        "value": "3864092.50",
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      },
      {
        "name": "PAYCOM SOFTWARE INC",
        "value": "3807726.66",
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      },
      {
        "name": "COMMERCE BCSHS",
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      },
      {
        "name": "NORTHERN TRUST CORP",
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      },
      {
        "name": "BADGER METER INC",
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      },
      {
        "name": "SPROUTS FMRS MKT INC",
        "value": "3441540.60",
        "weight": "0.01123522",
        "shared": true
      },
      {
        "name": "CAMDEN PROP TR",
        "value": "3416146.80",
        "weight": "0.01115232",
        "shared": true
      },
      {
        "name": "MCCORMICK-N/V",
        "value": "3403741.64",
        "weight": "0.01111182",
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      },
      {
        "name": "TEXAS ROADHOUSE INC",
        "value": "3387021.40",
        "weight": "0.01105724",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002066578-26-001400",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/882748/000206657826001400/0002066578-26-001400-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002066578-26-001405",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/882748/000206657826001405/0002066578-26-001405-index.htm"
    }
  ]
}